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EP Wealth Advisors’s Banner Corp BANR Stock Holding History

EP Wealth Advisors’s Portfolio BANR Stock Details BANR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Buy
+4,051
New +$263K ﹤0.01% 1351

Other funds holding BANR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

EP Wealth Advisors's BANR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Banner Corp (BANR) in Q2 2026: 4,051 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings.

287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • EP Wealth Advisors held 4,051 shares of Banner Corp worth $269K as of Q2 2026.
  • Banner Corp was a new EP Wealth Advisors position in Q2 2026.
  • Banner Corp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1351 holding.
  • 287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.